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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,633 | $129,737-62.5% | $119,126-59.2% | $154,746-68.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.65% | 379.08%-362.4pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $9,463 | $4,375+116.3% | $4,034+134.6% | $4,379+116.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $293 | $11,961-97.5% | $10,693-97.3% | $14,365-98.0% |